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San Francisco PTA/PTSA Calendar: School Year 2020-21

Sample Financial Calendar


At first meeting for new Board, set goals, draft budget, review audit and plan calendar

1      Fiscal year begins for most PTA units

1      CAPTA membership count begins for 2019-20

4      SFUSD CLOSED – Independence Day

7     Second District Board Meeting – Unit Presidents invited


Back to School Membership Drive begins!
“Believe in Our Children, Believe in PTA”

4     Second District Board Meeting

5     411 Wednesday: Fall 2020 Status Session with Dr. Matthews

12     411 Wednesday: Launching a Virtual PTA Membership Campaign

17        First day of SFUSD classes

19     411 Wednesday: Running Inclusive PTA Meetings During COVID

26     411 Wednesday: Town Hall with SF Department of Public Health


At your 1st Membership Meeting: vote on 2019-20 Audit, present 2020-21 Budget, and ‘Release Funds’ for scheduled events. Be sure to include line items for Reflections program, attending Convention and other trainings, Legislation conference and the annual Founders Day Dinner

1        Second District Board Meeting

2      411 Wednesday: Presentation of ballot measures and endorsement vote

7        SFUSD CLOSED – Labor Day

9      411 Wednesday: Managing Stress during this Pandemic

12        Fall General Meeting, New Officer & Leadership Training

16        411 Wednesday: PTA Fundraising Under Crisis

26        2019-20 year-end audit, financial report, and 2020-21 budget due to SFPTA


1       Remit membership dues to Second District PTA

6       Second District Board Meeting

12      SFUSD CLOSED – Indigenous Peoples’ Day/Día De La Raza

15       Submit your Outreach Translation, Cultural Arts, Healthy Lifestyles, and Parent Education  grant applications directly to CAPTA

15        Ready-Set-Remit Membership Award Deadline (30 members’ dues received by 2D PTA)

31        Expiration of previous year’s PTA memberships


Appoint An Auditor For Mid-Year Audit if your EB does not include an Auditor.

1        Remit membership dues to Second District PTA

3        Second District Board Meeting

11      SFUSD CLOSED – Veterans Day [observed]

13      2D Deadline for 15 members’ dues (received by Second District PTA)

15      Tax and AG filings due for fiscal year ending 30 June (15th day of 5th month)

23-27        SFUSD School Sites Closed – Thanksgiving Recess

30      Tax Returns, RRF-1, Raffle Registration, Raffle Reports due to Second District PTA


1        Remit membership dues to Second District PTA

1        2D Deadline for Insurance Premiums (received in 2D office – $25 late fee after this date)

1        Second District Board Meeting

9       Ed100 Drawing Date

15       1st Not in Good Standing (NGS) letter mailed to units with less than 15 members

27-31 SFUSD Schools Closed – Winter Break


Decide who will attend CAPTA Legislative Action Conference in Sacramento

Start Election process by selecting a Nominating Committee

Mid-Year Audit should be done this month.

1        SFUSD Schools Closed – Winter Break

4        Remit membership dues to Second District PTA

5        Second District Board Meeting

11-12  CAPTA Legislative Action Conference – Sacramento

15        2D Deadline for Workers Compensation forms/Premiums (received in 2D office)

18        SFUSD CLOSED – Martin Luther King, Jr. Day


1        Remit membership dues to Second District PTA

1        Deadline for Graduating High School Senior Scholarships Award applications (due in CAPTA Office)

2        2D Winter General Meeting

4        Second District Board Meeting

12         SFUSD Schools Closed – Start of Lunar New Year (SFUSD Offices open)

15        SFUSD CLOSED – Presidents’ Day

26        SFPTA Annual Founders Day Dinner


1        Remit membership dues to Second District PTA

2        Second District Board Meeting

26        Mid-year audit due to Second District

29-31 SFUSD Schools Closed – Spring Break & Cesar Chavez Day


Election of Officers for next term should be completed by 12 April, send roster to 2D.

1-2  SFUSD Schools Closed – Spring Break

5        Remit membership dues to Second District PTA

6        Second District Board Meeting

16      Deadline for Election of officers for next term   


3       Remit membership dues to Second District PTA

4        Second District Board Meeting

3-7      National PTA Teacher Appreciation Week

15        2D Deadline for Roster of Officers for next year (entered into PTAEZ)

15        Deadline for Historians Reports (due in 2D office)

22       Spring General Meeting & New Officers Training

31       SFUSD CLOSED – Memorial Day


1        Remit membership dues to Second District PTA

1         Last day of SFUSD classes

tbd     Ed100 Drawing Date

8        Second District Board Meeting

30      Fiscal year ends for most PTA units and for CAPTA and Second District